Latest News

Legislation in Connecticut will protect transferred pension assets from creditor claims.

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

Four Seasons Financial Education has created an employee-paid financial wellness program.

Public pensions and foundations and endowments suffered from low returns.

Why are older Americans’ retirement income shortfalls everyone’s problem?

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans. 

 

 

Firms surveyed indicated they only provided domestic partner benefits because same-gender couples previously couldn’t marry, but there are other reasons to continue offering the benefits.

MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity. 

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

More than three-quarters of health benefit plan sponsors surveyed said the actions of their peers influence their health care strategies.

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.

Appeals court rules on the validity of certain posthumous qualified domestic relations orders, and whether divorce settlement agreements qualify as or supersede QDROs.

Alliance Benefit Group has added The Retirement Plan Company to its national network.

The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans offering an employer contribution.

The first in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling employees.

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.

Participants of a forum identified the workplace as a potentially effective venue for providing financial education and helping individuals improve their financial decisions.

Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.